See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,590 | $85,202+54.4% | $172,739-23.8% | $72,985+80.3% |
| Participation rate | 52.8% | 70.1%-17.3pp | 82.6%-29.9pp | 69.5%-16.7pp |
| Annual return | 22.97% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,204 | $3,260+28.9% | $5,198-19.1% | $3,607+16.5% |
| Admin fee / account holder | $2,616 | $5,884-55.5% | $13,954-81.2% | $5,124-48.9% |